Roger Nelson is a financial advisor with Primerica Advisors in Naperville, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at PFS Investments Inc and Larsen MFG. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading implementation.

Thomas Bongiorno is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent two years with Metlife Securities. Outside of his advisory work, he is a drummer in a local 80's cover band that performs at special events. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and supports a range of investment strategies without discretionary authority.

Daniel Iverson is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, at Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct engagements and corporate financial planning agreements.

Ryan Ford is a financial advisor with Cetera, holding CFP® and PFS™ designations and a Series 66 license, and has two years of industry experience. He has worked at several firms, including Sequoia Advisors LLC and Forvis, LLP. Outside of his advisory role, he is a managing member and part owner of Sequoia Advisors LLC, where he prepares tax returns. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ravi Patel is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016. In addition to advising, he works as a property and casualty insurance agent for Modus Technologies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of investment programs, operating a multi-manager platform with over $256 billion in assets under management.

James Moster Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at AXA Advisors, LLC from 1999 to 2020. Outside of financial advising, he maintains a law practice as an attorney and provides attorney referrals. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver its services.

Patrick Dunne is a financial advisor with Edward Jones in Oak Lawn, Illinois, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he owns and maintains a commercial property in Oak Lawn. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mark Schuurman is a CFP® with 13 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services, Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Tyler Berg is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Financial Life Insurance and Equitable Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alex Marusarz is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently associated with LPL Financial, where he has worked since 2019, following prior roles at Waddell & Reed Inc and CMS Office Management, LLC. Marusarz also holds an association with a non-variable insurance firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harrison Wolff is a financial advisor with Morgan Stanley in Oak Brook, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Freddie Mac for three years and held various roles including positions at American University and DuPage Medical Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Adam Griffiths is a financial advisor with Cambridge Investment Research Advisors in Mokena, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Lionheart Financial. Outside of advising, he is an author and founder of a scholarship program, and he serves as a financial coach through his own firm. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Louis Piccione is a Series 66 licensed financial advisor with Morgan Stanley, based in Lisle, Illinois, and has 18 years of industry experience. He has been affiliated with Morgan Stanley and its related entities since 2007. He also serves as a trustee and co-trustee for a trust in Orland Park, Illinois. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm‑approved tools and offers both direct client services and Corporate Financial Planning agreements.

Joseph Donnellon is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 designations and was previously with Woodbury Financial Services for 19 years. He is also the managing partner of The Lineage Group, a securities marketing entity through which he conducts his business. OSAIC serves a range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

John Bensfield is a financial advisor at Cetera with Series 63 and Series 65 licenses and 31 years of industry experience. He has been associated with Cetera since 2006 and has a longer career dating back to 1973 through his ownership of Bloom Associates Inc, where he also serves as a licensed CPA and provides health insurance services. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm offers a range of program structures and strategies supported by a large nationwide network of independent advisors and manages over $256 billion in assets.

Gerald Pruim is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has worked at Raymond James Financial and its affiliated entities since 2006 and operated Prium Financial Services from 2009 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Weber is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, he coaches soccer for the Wheaton United Soccer Club in Illinois. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Thomas Walsh is a financial advisor at Edward Jones in Chicago, IL, holding Series 63 and Series 66 registrations with 25 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Glomb is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning and investment services through both direct and employer-based agreements.

Moosa Rizvi is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC since 2017 and BMO Harris Financial Advisors, Inc from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.